Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares Esg Awar (ESGU)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGU) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES ESG AWAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.9M+ 9066.44% |
$411M - $454M
|
4.95M
$654M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.23M+ 47.06% |
$103M - $114M
|
3.84M
$508M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.23M+ 47.06% |
$103M - $114M
|
3.84M
$508M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
974KNew |
$81.9M - $90.2M
|
974K
$129M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
864KNew |
$72.6M - $80M
|
864K
$114M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
481KNew |
$40.4M - $44.5M
|
481K
$63.5M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
340K+ 104.9% |
$28.6M - $31.5M
|
664K
$87.8M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
305K+ 2815.22% |
$25.6M - $28.2M
|
315K
$41.7M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
288KNew |
$24.2M - $26.7M
|
288K
$38.1M
|
|
|
Jan 09, 2024
Q1 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
254KNew |
$21.4M - $23.6M
|
254K
$33.6M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
241K+ 158.98% |
$20.3M - $22.3M
|
393K
$51.9M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
199K+ 98.1% |
$16.7M - $18.4M
|
402K
$53.1M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
199K+ 501.87% |
$16.7M - $18.4M
|
239K
$31.5M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
169K+ 9.15% |
$14.2M - $15.6M
|
2.01M
$266M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
142K+ 12.81% |
$11.9M - $13.2M
|
1.25M
$165M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
134KNew |
$11.3M - $12.4M
|
134K
$17.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
100K+ 1199.38% |
$8.42M - $9.28M
|
109K
$14.4M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
98.2K+ 376.02% |
$8.26M - $9.1M
|
124K
$16.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
85.8KNew |
$7.21M - $7.95M
|
85.8K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
84KNew |
$7.06M - $7.78M
|
84K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
77.8K+ 111.55% |
$6.54M - $7.2M
|
147K
$19.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
69.3KNew |
$5.82M - $6.42M
|
69.3K
$9.16M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
55.7K+ 6.96% |
$4.68M - $5.16M
|
856K
$113M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
55.2K+ 55.55% |
$4.64M - $5.11M
|
155K
$20.4M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
53.7KNew |
$4.51M - $4.97M
|
53.7K
$7.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
51.2K+ 1.17% |
$4.3M - $4.74M
|
4.44M
$587M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
50.6K+ 904.02% |
$4.25M - $4.69M
|
56.2K
$7.43M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
50.3K+ 625.93% |
$4.23M - $4.66M
|
58.3K
$7.71M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
47.6K+ 1.92% |
$4M - $4.41M
|
2.53M
$334M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
46.7K+ 210.21% |
$3.92M - $4.33M
|
68.9K
$9.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
42.5KNew |
$3.57M - $3.94M
|
42.5K
$5.62M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
42.2K+ 12.38% |
$3.55M - $3.91M
|
383K
$50.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
38.3K+ 663.24% |
$3.22M - $3.55M
|
44.1K
$5.83M
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
26.7K+ 120.79% |
$2.24M - $2.47M
|
48.7K
$6.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
26.3K+ 14.47% |
$2.21M - $2.44M
|
208K
$27.5M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
25.1K+ 100.71% |
$2.11M - $2.32M
|
50K
$6.61M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
23K+ 18.47% |
$1.93M - $2.13M
|
147K
$19.5M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.4K+ 6.7% |
$1.71M - $1.89M
|
324K
$42.9M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
19.1KNew |
$1.61M - $1.77M
|
19.1K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
18.1KNew |
$1.52M - $1.68M
|
18.1K
$2.4M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.1KNew |
$1.44M - $1.58M
|
17.1K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
16.9K+ 9.42% |
$1.42M - $1.57M
|
197K
$26M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
16.6KNew |
$1.4M - $1.54M
|
16.6K
$2.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
16.5KNew |
$1.38M - $1.53M
|
16.5K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16.4K+ 44.89% |
$1.38M - $1.52M
|
53.1K
$7.01M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
15.3K+ 127.75% |
$1.28M - $1.41M
|
27.2K
$3.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.2KNew |
$1.19M - $1.31M
|
14.2K
$1.87M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.1KNew |
$1.19M - $1.31M
|
14.1K
$1.87M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
13.8K+ 6.72% |
$1.16M - $1.28M
|
219K
$29M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
13.6K+ 28.25% |
$1.14M - $1.26M
|
61.7K
$8.15M
|